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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,539 | $124,213-89.9% | $118,106-89.4% | $154,746-91.9% |
| Participation rate | 7.1% | 83.6%-76.5pp | 81.9%-74.7pp | 80.7%-73.6pp |
| Annual return | 14.42% | 18.29%-3.9pp | 19.44%-5.0pp | 172.34%-157.9pp |
| Employer contribution / active EE | $0 | $4,905-100.0% | $4,698-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $6,619-100.0% | $6,730-100.0% |
| Admin fee / account holder | $248 | $9,627-97.4% | $8,973-97.2% | $14,365-98.3% |